See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,374 | $138,065-28.0% | $123,544-19.6% | $135,375-26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.10% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $7,539 | $5,151+46.3% | $4,628+62.9% | $4,779+57.8% |
| Participant deferral / active EE | $1,792 | $6,799-73.6% | $6,426-72.1% | $5,609-68.1% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |